+2,981.5%
MUU vs MUB
+2.9%
+2,978.6%
-68.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.6% | 0.0% | +11.6% | +11.3% |
| 7D | +17.4% | -0.9% | +18.2% | +28.8% |
| 30D | +24.0% | -1.4% | +25.4% | +44.3% |
| 3M | -23.9% | -2.2% | -21.7% | +0.1% |
| 6M | +284.4% | -1.9% | +286.3% | +395.3% |
| YTD | +583.7% | -0.8% | +584.5% | +740.1% |
| 1Y | +2,981.5% | +2.7% | +2,978.7% | +2,512.0% |
| All | +2,981.5% | +2.9% | +2,978.6% | +2,512.0% |
Cumulative growth
Daily Returns
Daily percentage return beside MUB.
Daily Out/Under-Performance
Portfolio return minus MUB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MUB return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 1y: compounded portfolio wealth divided by compounded MUB wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
1y analysis · Full analysis span regression · 6 months rolling